Jan 01, 2022 - Dec 31, 2022
Jan 01, 2021 - Dec 31, 2021
Jan 01, 2020 - Dec 31, 2020
Jan 01, 2019 - Dec 31, 2019
Jan 01, 2018 - Dec 31, 2018
Jan 01, 2017 - Dec 31, 2017
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
May 01, 2015 - Oct 31, 2015
Dec 16, 2013 - Oct 31, 2014
Dec 16, 2012 - Dec 15, 2013
Investment
Type
Value
Dominion Energy
(D)
Stock
$5,001 to $50,000
American Cap Wrld Grw & Inc A
Mutual Fund
$5,001 to $50,000
American Funds Capital Income Builder Class
Mutual Fund
$5,001 to $50,000
American Funds New Perspective Fund Class F-3
Mutual Fund
$5,001 to $50,000
American Funds New World Fund Class F-3
Mutual Fund
$5,001 to $50,000
Baron Small Cap Fund Institutional Class
Mutual Fund
$5,001 to $50,000
BSV
Mutual Fund
$5,001 to $50,000
Columbia Acorn Fund Institutional 3 Class
Mutual Fund
$5,001 to $50,000
Credit Suisse Commodity Return Strategy Fund Class I
Mutual Fund
$5,001 to $50,000
Fidelity Advisor Strategic Income Fund Class Z
Mutual Fund
$5,001 to $50,000
Franklin Mutual U.S. Value Fund Class R6
Mutual Fund
$5,001 to $50,000
Harbor Capital Appreciation Fund Retirement Class
Mutual Fund
$5,001 to $50,000
Hartford Core Equity Fund Class F
Mutual Fund
$5,001 to $50,000
Hartford MidCap Value Fund Class F
Mutual Fund
$5,001 to $50,000
iShares Core S&P Mid Cap ETF
Mutual Fund
$5,001 to $50,000
iShares MSCI EAFE Value Index
Mutual Fund
$5,001 to $50,000
iShares Russell 1000 Value Index
Mutual Fund
$5,001 to $50,000
iShares Russell 3000 Growth Index
Mutual Fund
$5,001 to $50,000
iShares S&P 500 Growth Index
Mutual Fund
$5,001 to $50,000
iShares S&P 500 Value Index
Mutual Fund
$5,001 to $50,000
iShares S&P MidCap 400 Growth
Mutual Fund
$5,001 to $50,000
iShares S&P SmallCap 600 Growth
Mutual Fund
$5,001 to $50,000
iShares S&P SmallCap 600 Index
Mutual Fund
$5,001 to $50,000
iShares S&P SmallCap 600 Value Idx
Mutual Fund
$5,001 to $50,000
ISHARES TR/INTL T BD ETF
Mutual Fund
$5,001 to $50,000
MainStay MacKay High Yield Corporate Bond Fund Class R6
Mutual Fund
$5,001 to $50,000
MFS Massachusetts Investors Trust Class R6
Mutual Fund
$5,001 to $50,000
MFS Research International Fund Class R6
Mutual Fund
$5,001 to $50,000
PowerShares Intl Dividend Achiev
Mutual Fund
$5,001 to $50,000
Putnam Growth A
Mutual Fund
$5,001 to $50,000
The Hartford Strategic Income Fund Class F
Mutual Fund
$5,001 to $50,000
T. Rowe Price Equity Income Fund I Class
Mutual Fund
$5,001 to $50,000
T. Rowe Price Institutional Large Cap Growth Fund
Mutual Fund
$5,001 to $50,000
VANGUARD BD IX/VANGUARD IT BD ETF
Mutual Fund
$5,001 to $50,000
Vanguard Dividend Appreciation ETF
Mutual Fund
$5,001 to $50,000
Vanguard Emerging Markets Stock Index Fd
Mutual Fund
$5,001 to $50,000
Vanguard Extended Market ETF
Mutual Fund
$5,001 to $50,000
VANGUARD INTL E/FTSE ALL-WORLD EX U
Mutual Fund
$5,001 to $50,000
VANGUARD INTL E/VANGUARD FTSE ALL W
Mutual Fund
$5,001 to $50,000
Vanguard Small-Cap Index Fund
Mutual Fund
$5,001 to $50,000
Vanguard Small-Cap Value ETF
Mutual Fund
$5,001 to $50,000
Vanguard Value ETF
Mutual Fund
$5,001 to $50,000
VANGUARD WHITEH/HIGH DIV YIELD ETF
Mutual Fund
$5,001 to $50,000